‘Big Picture’ Observations : A Macro Review
The recent spate of weaker than expected data has triggered the next round of forecast cuts for the Indian economy; […]
The recent spate of weaker than expected data has triggered the next round of forecast cuts for the Indian economy; […]
After the recent monetary policy, RBI / MPC are now emphatically firing on all three cylinders of rates, liquidity, and
Credit Risk [1] funds have witnessed a sustained rise in portfolio YTMs (Yield to Maturity) over the past year. This
The Indian bond market rally has stalled lately, with the actively traded 10 year retracing around 30 – 35 basis
The monetary policy committee (MPC) voted to cut repo rate by 25 bps to 5.15%. The decision to cut was
The unexpected corporate tax cuts alongside previous measures announced over last few days by the government amount to a total
The RBI board accepted the recommendations of the Bimal Jalan committee and has decided to transfer INR 1,76,051 crores to
The focus of monetary policy is now conclusively on ensuring better transmission. Towards this, for the first time in recent
The MPC cut the repo rate by 35 bps to 5.40%, while maintaining stance of policy as accommodative. The move
The Backdrop Global manufacturing and trade are experiencing a sharp slowdown. The risk being contemplated is whether this starts percolating